AegisIQ Wealth LedgerYour Wealth. Intelligently Shielded.
Product vision
Your Wealth. Intelligently Shielded.

One platform for business, wealth, and financial clarity.

AegisIQ Wealth Ledger unifies multiple businesses, personal finances, investments, reporting, and valuations — intelligently shielded in separate, controlled books that grow with you.

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Secure by designControlled ledger and audit trail

Global-readyCurrency, language, jurisdiction

AI-assistedExplainable and approval-first

Live financial command center
Unified financial command center

Overview

Net worthUSD 128.75M+7.45% this month
Total assetsUSD 210.45M+5.18% this month
LiabilitiesUSD 81.70M-2.13% this month
Net worth trend
+7.45%This month
Balance sheet summaryAs of 31 May 2026
Total assets
210,450,000
Total liabilities
81,700,000
Equity
128,750,000
Current ratio
2.35
Cash flow YTDOperating strength
42%cash flow
  • Operating 18.4M
  • Investing -7.6M
  • Financing -4.1M
Investment positionsMarket value
Equities
56.24M
Bonds
28.12M
Funds
17.89M
Other
8.20M
Recent activityAcross connected books
Invoice payment receivedAegis Trading Ltd.
+ USD 125,000
US Treasury purchaseInvestment account
USD 500,000
Inter-company transferAegis Holdings
USD 250,000
AI insightsExplainable, approval-first
Live

Cash position is strongOperating cash flow is up 18% versus last quarter.

Review investment allocationBond allocation is 12% above the target policy.

Three transfers need reviewSuggested matches are ready for approval.

Separate books. Connected intelligence.
Multi-entityOne owner view
Investment-awareTrades to statements
Global architectureCurrency to jurisdiction
Human-controlled AISuggestions, not silent posting
Core capabilities

Everything you need. One intelligent platform.

A planned operating system for business books, owner wealth, investments, reporting, and decisions.

Multi-business accounting

Manage separate entities, books, owners, fiscal periods, and controlled inter-company activity.

Planned

Personal & owner finance

Connect personal assets, liabilities, cash flow, and business ownership without blending legal books.

Planned

Stock & investment accounting

Track trades, tax lots, dividends, fees, positions, and realized or unrealized gains.

Planned

Balance sheet & income statements

Build real-time statements with guided structures, drill-down detail, and flexible presentation.

Planned

Multi-currency & FX

Retain transaction, functional, and presentation currencies with controlled exchange-rate handling.

Planned

Multi-language

Use stable accounting concepts while teams and reports display localized labels and terminology.

Planned

Multi-jurisdiction rules

Apply versioned jurisdiction packs for local account structures, reports, tax mappings, and controls.

Planned

AI insights & alerts

Surface anomalies, explain trends, propose classifications, and keep approval with the human owner.

Planned

Valuations & net worth

Separate book, market, appraised, and estimated values with traceable assumptions and approvals.

Planned

Document vault

Secure receipts, statements, contracts, and evidence with workspace permissions and metadata.

Planned

Secure audit trail

Preserve immutable posting history, reversals, approvals, import keys, and change evidence.

Planned

Advisor workspace

Give accountants, bookkeepers, advisers, and reviewers role-specific access across selected entities.

Planned
AegisIQ AI vision

Financial intelligence that stays accountable.

AegisIQ is designed to help owners and advisers move faster without surrendering control. AI can organize, explain, detect, forecast, and recommend—but accounting changes remain visible, traceable, and approval-based.

No silent postingEvery material recommendation can be reviewed before it affects the ledger.
Explainable by designSources, assumptions, confidence, and expected accounting impact stay visible.
AegisIQFinancial intelligence layer
ClassifyExplainForecastProtect

Explain before acting

Every AI suggestion shows the reason, source, confidence, and accounting impact before approval.

Automate the repetitive

Propose categorization, matching, reconciliations, and journal drafts while preserving review controls.

See around the corner

Detect cash pressure, concentration, unusual movement, missing evidence, and emerging reporting risks.

Model financial futures

Compare scenarios, valuation assumptions, currency effects, and ownership-adjusted outcomes.

How it works

From financial activity to financial intelligence.

A guided workflow designed for owners, with the controls accounting professionals expect.

1

Set up the workspace

Create the owner, entities, books, roles, currencies, and reporting profile.

2

Connect financial sources

Bring in banks, brokerages, documents, legacy exports, and approved integrations.

3

Automate the routine

Let AegisIQ propose matches, classifications, and controlled accounting entries.

4

Review live statements

Move from activity to balance sheet, income statement, cash flow, and net worth.

5

Grow with intelligence

Use forecasts, insights, valuations, and portfolio reporting to make clearer decisions.

Why AegisIQ Wealth Ledger

Built around the owner’s full financial reality.

Most tools begin with one company file. AegisIQ begins with the owner, then preserves each separate book.

CapabilityAegisIQ Wealth Ledger visionTypical legacy setupSpreadsheets
Multi-business + personal viewUnified workspaceUsually separatedManual assembly
Investment accountingBuilt-in subledgerOften an add-onManual lots
AI-assisted workflowsNative, approval-firstVaries by productNot native
Multi-currencyTransaction to reportingOften limitedManual formulas
Valuation toolsTraceable snapshotsUsually separateManual models
Cross-entity transfersLinked, separate booksOften manualManual entries
Global reportingJurisdiction packsProvider dependentManual templates
Real-time dashboardsEntity + wealth + portfolioUsually entity-ledManual refresh

Illustrative product-positioning comparison. Individual accounting products and configurations vary.

Built for owners, advisers, and global groups

A platform designed for how financial lives actually grow.

Start with one business. Add another entity, a personal book, investment accounts, properties, advisers, or a new jurisdiction without rebuilding the financial structure.

Explore the trust architecture

Entity

Books, ownership, consolidation, and governance for each legal structure.

Wealth

Personal assets, liabilities, spending, ownership interests, and net worth.

Investments

Brokerage activity, securities, positions, tax lots, income, and performance.

Statements

Balance sheet, income statement, cash flow, net worth, and custom reporting.

Valuation

Business, property, investment, and scenario values with documented assumptions.

Portfolio

Ownership-adjusted views, asset allocation, concentration, and connected wealth.

Transfers

Linked owner and inter-company movements that keep every book legally distinct.

Global

Currencies, languages, exchange rates, and jurisdiction-specific reporting profiles.

Trust & security

Security. Compliance. Confidence.

AegisIQ Wealth Ledger is planned around clear tenant boundaries, private financial data, controlled posting, and evidence that can withstand review.

Hong Kong operated

Operated by AegisIQ Limited with a global product architecture.

Secure ledger design

Workspace boundaries, protected data paths, and controlled posting functions.

Role-based access

Granular permissions for owners, accountants, advisers, approvers, and viewers.

Audit-ready workflows

Immutable posted entries, reversals, approvals, evidence, and traceable history.

The first AegisIQ application

Build financial intelligence with AegisIQ Wealth Ledger.

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